Estate Planning Case Study

Course Catalog | ABA Member Registration | Non-Member Registration

Estate Planning Case Study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations.

Price $215 Nonmembers / $160 Members
Course Credits AIB: 0.25 ; ICB: 2.5 CTFA/PFI ; CFP: 0
Prerequisites Estate Planning Course Series*
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

*Trust Officers with a minimum of 3-5 years in the trust field and who have previous experience working directly with trust clients and have completed the following courses:

  • Estate Planning Overview
  • Estate Planning for Marital Deductions
  • Estate Planning for Lifetime Gifts
  • Estate Planning for Charitable Giving
  • Estate Planning for the Business Owner

Learning Objectives

After completing this course, students will gain experience in:

  • Identifying planning opportunities that meet clients' needs
  • Determining the tax effect of a client's estate plan and possible transactions
  • Designing strategies to minimize a client's estate taxes
  • Crafting solutions to client needs that will bring new business opportunities


Questions? Please contact training@aba.com for more information.